Plan Snapshot
- Plan Sponsor: Peace Officers Research Assoc Of Ca
- Sponsor EIN: 237077256
- Sponsor Address: 2940 ADVANTAGE WAY, SACRAMENTO, CA, 95834
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 149,996
- Total Assets: $75.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149,996 | $75.4M | $0 | $25.2M |
| 2023 | 143,274 | $67.5M | $0 | $24.0M |
| 2022 | 141,969 | $55.3M | $0 | $23.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEGAL DEFENSE ADMINISTRATORS INC. | Other Service Provider | $3,774,209 | — | $3,774,209 |
| FISHER INVESTMENTS | Recordkeeper | $501,475 | — | $501,475 |
| SALTZMAN & JOHNSON | Other Service Provider | $95,881 | — | $95,881 |
| FRED ROWBOTHAM | Custodian / Trustee | $48,752 | — | $48,752 |
| MOSS ADAMS LLP | Other Service Provider | $47,040 | — | $47,040 |
| HALO BRANDED SOLUTIONS, INC. | Other Service Provider | $36,301 | — | $36,301 |
| PORAC LAW ENFORCEMENT NEWS | Other Service Provider | $35,200 | — | $35,200 |
| DAVID J. REED, CPA | Other Service Provider | $32,763 | — | $32,763 |
| BARRY DONELAN | Custodian / Trustee | $24,457 | — | $24,457 |
| STOEL RIVES LLP | ERISA Attorney | $20,618 | — | $20,618 |
| PORAC | Other Service Provider | $14,141 | — | $14,141 |
| QUALITY PRINTING SERVICES INC | Other Service Provider | $8,198 | — | $8,198 |
| SANTIAGO BALTAZAR | Custodian / Trustee | $7,154 | — | $7,154 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- STOEL RIVES LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,646,189
- Estimated Expense Ratio: 6.166% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,694,429 | $501,475 | $3,655,804 | $83,187 | — |
| 2023 | $4,268,752 | $419,408 | $3,358,418 | $64,149 | — |
| 2022 | $3,994,372 | $336,082 | $3,060,794 | — | $199,238 |